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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,260 | $157,304-68.7% | $141,197-65.1% | $152,909-67.8% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.5%+5.0pp |
| Annual return | 28.34% | 64.34%-36.0pp | 71.41%-43.1pp | 345.46%-317.1pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $9,776 | $7,111+37.5% | $6,710+45.7% | $5,851+67.1% |
| Admin fee / account holder | $9,539 | $12,126-21.3% | $10,265-7.1% | $11,601-17.8% |